I use Twitter as a commonplace note: https://t.co/vPr6DeA0d4 CTO In Sales • Homeschooling dad Building @siteaudittools & @thoughttonote
Parag Parikh Flexi Cap is the most popular fund today. We interviewed its CIO, Rajeev Thakkar. He shared his views on: - Where would he invest for long term - How to spot business trends early - How to be a better investor - India’s growth story - Fav books ..& much more.🧵
Good read on an important topic. Nearly all geniuses were: - privately educated with elite tutors - introduced to complex topics young - around adults instead of peers when young Thoughts: -great contemporary thinkers should teach the youth -apprenticeships
20%+ CAGR since inception. ₹20 cr AUM to ₹20,000 cr. Ravi Dharamshi (Founder, Valuquest) shares his thoughts on markets, SCALE framework, mega trends, defense, EMS, Solar, Waaree, and when to buy or sell. A must read for anyone serious about investing. No recommendation
Your competitive advantage should be: • Rooted in psychology • Enhanced by technology • Net benefitting to society • Aligned with the economy Build yourself into an irreplacable asset
Article worth reading.
For anyone with a Kindle, jailbreaking it takes 5 minutes and turns it into one of the cheapest, most capable eInk devices you can own. Runs Linux!
@jjude It's M2 Air 16GB and I just use it for basic coding while travelling.
Want to learn biblical languages? Here’s a little advice from someone who himself does not particularly feel gifted in languages but learned to love them: - Stay away from interlinears: if you don’t know the language(s) they’re not helpful, and if you do know the language(s)…
Google has released a new open source model... That runs on just 0.5 GB of RAM. Yes. You can fine-tune it for free to make it better than the giant models at your tasks. Quick steps to fine-tune Gemma 3 270M below
First they ignore you, then they laugh at you, then they fight you, then you win.
If you could track just 3 metrics to judge an industry's health, which ones would you pick?
@Advaidism Gandhi Bose and Bhagat Singh = petrol Savarkar = ethanol
I have a short “recommended reading” list at the end of The SaaS Playbook and this book made the cut. Worth a read. 👇
@for_nat_whilk Everyone must read "What's Wrong With The World" by Chesterton
@oldbooksguy Russell Ackoff:
You can never be fully compliant!
@vedikaja_in "Once you know your energizers, leisure becomes a design problem." !!!
Naren despite giving best returns is an excellent risk manager. Very balanced in his approach.
Indian brands I use almost daily: - Andamen; super comfy and clean design menswear - Atomberg; simple tech, done right - Urban Platter; sooo many Asian spices, sauces and more. - Meatigo; a cut above Licious in terms of variety and quality - Bare Anatomy; high quality hair care…
@collision This feature is now live for everyone on Google Calendar on the web - thanks for the suggestion!
Stan Weinstein and William O’Neil approached the market from opposite angles, but won for the same reasons. Here are the core principles where they were fully aligned.
Watch the full episode:
Under current circumstances, it's not possible to celebrate independence day any more. Our fore fathers have suffered from the British Raj. They celebrated independence. Our generation suffering from baburaj, corruption, harassment, organised loot in the form of taxes.
Indian students being prepared for the AI revolution, to take on the world! 🥺
@hardeep_gambhir High performers use whatever's fastest to capture thoughts and move on. Pen and paper beats opening an app, finding the right workspace, choosing the right template. Low agency → optimizes tools (controllable) High agency → optimizes outcomes (what matters)
Three levels of an offer: Feature level: What it does Benefit level: What they get Identity level: Who they become Identity level offers command the highest prices
Most AI agents are just workflows in disguise.
My approach to Stock Analysis... Refined with 12 years of experience and learnings.
After writing 500 blog posts and 11 books, I discovered I was wasting time on the wrong parts of writing Now, Claude drafts 90% of my content in my exact voice and style—saving me 4-6 hours per piece In Part 1 of this new YouTube series, I introduce my AI writing system and…
@Gabbar0099 The lowest victory margin for any sitting Prime Minister in history inspite of the vote chori. Imagine if it was fair. He would have been the first sitting Prime Minister to lose his seat.
The best business books are Double Your Profits in 6 Months or Less, Certain to Win, The Goal, The Toyota Production System (Ohno), Out of the Crisis, 7 Powers, the Origin of Wealth, Maverick (Semler), Antifragile, the Great Game of Business, Let My People Go Surfing, Alchemy,…
Bill Ackman Manages Over $11 Billion in Assets. With a 17% average return since inception. And a 70% return in 2020! He makes all of his Analysts read these 11 books:
Name one tiny company that most are ignoring, but YOU believe in its story long-term !
I've met more than a few programmers like this. Usually highly competent, but aggrieved that their impact on the world hasn't measured up to their ego. And the safe space is to consider most everyone else an idiot. Sad!
🚨 A rant on R&D related issues in India.
There is a change in my thinking on personal finance which I wanted to share. Every financial advisor talks about having emergency fund worth of 6 months to 1 year expenses. That's an excellent advice. That's is all is possible for most of the working people. What I'm to going…
The 4 levels of wealth: 1. Survival ($0-50K) - Meeting basic needs 2. Security ($50K-100K) - Emergency funds 3. Freedom ($100K+) - Work becomes fun 4. Abundance ($500K+) - Money works for you If these numbers scare you. Your mindset is holding you back.
If you are getting a degree in the humanities, you should plan on reading about 100 books during your time at university. That’s about one book every two weeks. 75 of them should be a broad sweep of the canon The remaining 25 books should focus on whatever your specialty is
For people who think Trump is only having a childish tantrum. Understand that he did a full recce of world leaders in term 1, and he is implementing the lessons he learned from his team in this 2nd term. Here is Robert Lighthizer, his trade representative in term 1, on his…
In my 30 yrs as fund mgr I have seen the following: Plague 1994 Mexico crisis 1995 Asian crisis Russian crisis US sanctions on India 1998 Kargil Tech collapse 2000 9/11 Attack on parliament Fall of BJP govt leading to 17 pct fall in mkt in a day Global financial crisis 26/11…
Thrilled to share my paper “Do Educated Leaders Perform Better?” is now out in Economic Modelling! Grateful to all mentors & reviewers! 🔗
"If you don't understand the code, your only recourse is to ask AI to fix it for you, which is like paying off credit card debt with another credit card."
This reel is viral on Instagram ⚡✨ She didn’t come to play , she came to slay the narrative. Priyanka Gandhi just flipped the script on the entire stage . Queen 💖 👑
thread of youtube channels that are underrated. not necessarily small, but underrated 1. alphaphoenix. really deepened my understanding of electrodynamics. by far the biggest channel on this list with nearly 600k subscribers
Uncommon advice: If you don't know what to pursue in life right now. Pursue yourself. Pursue becoming the healthiest, happiest, most healed, most confident version of yourself. Then the right path will reveal itself.
He and you have a fundamental misunderstanding of economics: Money isn't a zero-sum game One person getting rich doesn't make another person poorer, instead usually one person getting rich means they created a product or service that a lot of people benefited from and wanted to…
SkyReels is like your personal AI film crew • scriptwriter • storyboards • character builder • video gen, voiceovers, SFX, editor 🔗
I make a distinction between 2 kinds of fear: → Visceral fear: walking a slackline over a 500-foot cliff → Abstract fear: missing a text, losing social standing, not being liked And abstract fears are where the gold is (and usually the ones we avoid most)